Capital Wealthcare Advisors, L.C. is an adviser based in Wichita. It manages $20.21 million of regulatory assets for 143 client accounts. It has been registered with the SEC as an adviser since 2006.
Capital Wealthcare Advisors, L.C provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capital Wealthcare Advisors, L.C. is $20.21 million. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Capital Wealthcare Advisors, L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Capital Wealthcare Advisors, L.C. performs its advisory services is located at 10333 E 21 St Street N, Wichita, KS 67206, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 316-440-4772. The normal business hours are 10:00 am cst to 3:00 pm cst on Other.